Janiczek Wealth Management’s Ventas VTR Stock Holding History

Janiczek Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$6.2K	Hold	121	–	–	﹤0.01%	715
2024 Q1	$5.32K	Hold	121	–	–	﹤0.01%	753
2023 Q4	$6.09K	Buy	121 +116	+2,320%	+$5.2K	﹤0.01%	732
2023 Q3	$213	Hold	5	–	–	﹤0.01%	1027
2023 Q2	$239	Hold	5	–	–	﹤0.01%	952
2023 Q1	$218	Sell	5 -31	-86%	-$1.49K	﹤0.01%	963
2022 Q4	$1.79K	Sell	36 -242	-87%	-$10.2K	﹤0.01%	789
2022 Q3	$10K	Sell	278 -190	-41%	-$9.34K	﹤0.01%	551
2022 Q2	$25K	Buy	468 +19	+4%	+$1.06K	0.01%	438
2022 Q1	$28K	Hold	449	–	–	0.01%	401
2021 Q4	$23K	Sell	449 -497	-53%	-$26K	0.01%	456
2021 Q3	$52K	Buy	946 +90	+11%	+$5.16K	0.02%	277
2021 Q2	$49K	Buy	856 +9	+1%	+$503	0.02%	258
2021 Q1	$45K	Buy	847 +163	+24%	+$8.36K	0.02%	253
2020 Q4	$34K	Buy	684 +613	+863%	+$28.3K	0.02%	261
2020 Q3	$3K	Buy	+71	New	+$2.84K	﹤0.01%	481

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Janiczek Wealth Management's VTR Position: Q2 2024 in Review

Janiczek Wealth Management held its Ventas (VTR) position steady in Q2 2024 at 121 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Janiczek Wealth Management first reported a position in VTR in Q3 2020 and has held it in 16 quarters since. The position peaked at $52K in Q3 2021. 693 funds tracked by Wall St. Rank hold VTR as of Q2 2024.

Janiczek Wealth Management held 121 shares of Ventas worth $6.2K as of Q2 2024.
Janiczek Wealth Management left its Ventas share count unchanged in Q2 2024.
Ventas made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #715 holding.
Janiczek Wealth Management first reported a position in Ventas in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Ventas position peaked at $52K in Q3 2021.
693 funds tracked by Wall St. Rank held Ventas as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.